Investment Client Specialist

We have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis. 

A snapshot of your day:

• Reviewing/checking investment performance reports

• Drafting investment advice to address the specific needs of clients

• Carrying out miscellaneous calculations

• Assisting with investment manager research

• Calculating liability projections and analysing actuarial valuation results and cashflow projections

• Carrying out analysis of investment strategies 

• Training and developing junior members of the team

• General consultancy, dealing with telephone queries and day-to-day correspondence from clients 

• Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams. Taking on the role of client account manager where appropriate, overseeing all work and building increasingly strong relationships with client

• Attending client meetings and taking an active role where applicable, helping to deliver investment advice to clients

   

We would like to hear from you if you have:

• Have completed or an expectation of completing the actuarial or CFA exams

• Prior experience of working in an investment analyst role

• IT skills to perform all aspects of work efficiently

• Developed presentation skills to a small audience

• Minimum of GSCE Grade "5" or "C" in Maths and English

   

What's in it for you:

• Competitive discretionary annual bonus. 
• Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover. 
• A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
• 25 days' annual leave, increasing to 27 days after five years' service. 
• Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle. 
• The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility 

If you require reasonable adjustments or want more information on accessibility, please let us know

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected]